|
1
|
|
$191M
|
+$32.9M
|
+485,343
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
+$6.13M
|
+90,433
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
+$21.6M
|
+319,207
|
+29%
|
|
|
4
|
|
$98.6M
|
+$3.59M
|
+52,953
|
+4%
|
|
|
5
|
|
$77.8M
|
-$20.6M
|
-303,706
|
-22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$43.6M
|
-$154K
|
-2,279
|
-0.4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$41.8M
|
+$8.57M
|
+126,491
|
+27%
|
|
|
8
|
Bank of New York Mellon
New York
|
$29.6M
|
+$5.38M
|
+79,346
|
+24%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
-$23.8M
|
-351,863
|
-50%
|
|
|
10
|
|
$26.4M
|
+$756K
|
+11,155
|
+3%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.4M
|
+$1.34M
|
+19,738
|
+6%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$20.7M
|
-$241K
|
-3,552
|
-1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.9M
|
+$10.7M
|
+157,766
|
+149%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.2M
|
+$3.33M
|
+49,127
|
+24%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$3.55M
|
+52,466
|
+27%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.42M
|
+20,884
|
+11%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$14.5M
|
-$6.17K
|
-91
|
-0%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$14.4M
|
+$106K
|
+1,566
|
+0.8%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$11.8M
|
-$160K
|
-2,359
|
-1%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$9.48M
|
+$2.7M
|
+39,856
|
+43%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.12M
|
+$895K
|
+13,204
|
+12%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.07M
|
+$940K
|
+13,871
|
+12%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.43M
|
-$177K
|
-2,606
|
-2%
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.06M
|
-$58.8K
|
-868
|
-0.8%
|
|
|
25
|
Manchester Capital Management
Manchester,
Vermont
|
$7.96M
|
+$4.49M
|
+66,253
|
+147%
|
|
